WIL
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Winifred I. Li’s Enerpac Tool Group EPAC Stock Holding History

Winifred I. Li’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$56K Hold
2,040
– – 0.05% 266
2014
Q3 		$62K Buy
2,040
+320
+19% +$10.6K 0.06% 256
2014
Q2 		$59K Hold
1,720
– – 0.05% 271
2014
Q1 		$59K Hold
1,720
– – 0.05% 268
2013
Q4 		$63K Hold
1,720
– – 0.05% 250
2013
Q3 		$67K Buy
+1,720
New +$62.5K 0.06% 237

Other funds holding EPAC

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's EPAC Position: Q4 2014 in Review

Winifred I. Li held its Enerpac Tool Group (EPAC) position steady in Q4 2014 at 2,040 shares worth $56K. The position accounts for 0.05% of the portfolio, ranked #266.

Winifred I. Li first reported a position in EPAC in Q3 2013 and has held it in 6 quarters since. The position peaked at $67K in Q3 2013. 196 funds tracked by Wall St. Rank hold EPAC as of Q4 2014.

  • Winifred I. Li held 2,040 shares of Enerpac Tool Group worth $56K as of Q4 2014.
  • Winifred I. Li left its Enerpac Tool Group share count unchanged in Q4 2014.
  • Enerpac Tool Group made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #266 holding.
  • Winifred I. Li first reported a position in Enerpac Tool Group in Q3 2013 and has held it in 6 quarters since.
  • Winifred I. Li's Enerpac Tool Group position peaked at $67K in Q3 2013.
  • 196 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.